Keep an Eye on Proposed Tax Changes to Fund U.S. Economic Stimulus Plans

May 2021  By: JOEL GOODMAN, CFA
Keep an Eye on Proposed Tax Changes to Fund U.S. Economic Stimulus Plans
The fiscal stimulus train in Washington has continued to move forward. To date, Congress has passed several stimulus plans totaling an eye-popping $5 trillion to help mitigate the negative financial impact of the pandemic on Americans from coast to coast.

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The Evolution of Data Security

April 2021  By: BRENDAN FLAHERTY, MBA
The Evolution of Data Security
According to Eric Schmidt, we create as much information in two days now as we did from the dawn of man through 2003. The digital revolution has been powered by cheaper and faster infrastructure, allowing for the creation and storage of more data. More isn’t always better, but this treasure trove...

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Planning Throughout the Retirement Lifecycle

December 2020  By: MICHAEL McLEOD, CFP®
Planning Throughout the Retirement Lifecycle
We generally think about retirement in three broad phases. Within each phase, distinct trends and priorities have emerged among retirees in the numerous studies that have been completed on the topic. Each client has their own unique plans for retirement, but understanding these general patterns...

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The Election Is Over. Now What?

November 2020  By: MICHAEL McLEOD, CFP®
The Election Is Over. Now What?
Election Day 2020 has come and gone, and many clients are naturally interested in what the results mean for their personal finances. Although President-elect Joseph Biden’s policy agenda offers stark contrasts to many current policies, particularly in the realm of tax policy, the degree to which...

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Staying Long-Term Focused During Volatile Times

October 2020  By: SCOTT McGHIE, CFA, CPA
Staying Long-Term Focused During Volatile Times
Between the pandemic, political uncertainty, and civil unrest, investors have had no shortage of events to contend with during 2020. Combined with outsized stock market volatility, this year has shown no mercy in its contempt for a healthy investor psyche. Being invested in equities during these...

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TFG Promotes Bess Butler Brunson

October 2020  By: TFGADMIN
TFG Promotes Bess Butler Brunson
We are pleased to announce that Bess Butler Brunson has been promoted to 401(k) Investment Advisor. In her new position on the 401(k) team, she is responsible for providing retirement education and investment guidance to 401(k) plan participants, day-to-day plan support, and assisting plan sponsors...

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TFG Welcomes Cameron Kizzire Albach

October 2020  By: TFGADMIN
TFG Welcomes Cameron Kizzire Albach
We are excited to announce that Cameron Kizzire Albach recently joined our team as Communications and Office Manager. She is responsible for graphic design, marketing implementation, event planning and office management at the firm.

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Cybercriminal Activity On The Rise Due To The Pandemic

September 2020  By: BRENDAN FLAHERTY, MBA
Cybercriminal Activity On The Rise Due To The Pandemic
To say that 2020 has been an eventful year is obviously an understatement. The ripples of COVID-19 have disrupted personal and professional lives across the United States and beyond. Social distancing measures forced companies and their employees to work from home, relying on mobile technology...

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8 Ways to Protect Yourself From Phishing Scams

February 2020  By: BRENDAN FLAHERTY, MBA
8 Ways to Protect Yourself From Phishing Scams
Every day, thousands of Americans fall victim to phishing scams. Phishing attempts by cybercriminals typically come in the form of email or text messages in order to trick unsuspecting individuals. Their goal is for the receiver to click a malicious link or attachment, or give away sensitive...

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Cyber Security — Thoughts in Hindsight

June 2019  By: BRENDAN FLAHERTY, MBA
Cyber Security — Thoughts in Hindsight
Imagine your entire world being turned upside down. You thought it wouldn’t happen to you. But now your accounts have been hacked and you are exposed. For many, cyber security is an afterthought until it happens personally. Yet taking simple steps can greatly improve your chances of avoiding data...

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